Number of Shares
22,980.00
Current Holdings Value*
$4.46 Mil
% of Portfolio
2.14%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
28.69%

CORA CAPITAL ADVISORS LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, CORA CAPITAL ADVISORS LLC held 22,980.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $4.46 Mil. This investment constitutes 2.14% of their stock portfolio, and CORA CAPITAL ADVISORS LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2022Q4. And since then CORA CAPITAL ADVISORS LLC has made 6 purchases of VIG, at an average price of $154.01, for a total of 29,063.00 shares. In addition, there have been 3 sales at an average price of $166.91 for 6,083.00 shares. Based on historical transaction data and VIG's current price of $206.49, CORA CAPITAL ADVISORS LLC's estimated gain on his VIG holdings is $1.28 Mil, reflecting a 28.69% gain to date.

CORA CAPITAL ADVISORS LLC VIG ($206.49) Holding Chart

CORA CAPITAL ADVISORS LLC VIG ($206.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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